Effective Research Data Management Strategies for Academic Success

Guidance and Training Key Activities Key Partners Customer Relationships Customer Segments Value Proposition Workshops Cases studies Clinics Signposts (where to go) Research seminars Departmental meetings Email head of faculty Research office Funders IT DCC Save time Academic integrity Save money Best practice Minimise risk Discovery of data Demonstrate value, impact Succession planning Methodology, technology, project manager Dept managers Early career researchers Active researchers Local data managers Postgrads Undergrads, final material (low priority) Channels Local case studies of peers One-to-one sessions Bespoke workshops Online with signposting Key Resources Web services Academic champion DMPonline Cost Structures Revenue Streams

Managing Active Data Key Activities Key Partners Customer Relationships Customer Segments Value Proposition Jisc Arkivum Figshare Electronic Lab Notebooks (ELN) Mendeley Collaborative research Good place to do research Attract PIs Make the most of recent research and don t repeat experiments If people leave Get University researchers to work professionally Avoid being blacklisted so keep grant money coming in Academics who need to manage sensitive data (e.g., NHS) PVC for research Reputation of University Medical , social, humanities, maths/physics Industry collaborations People working with museum, gallery, publisher data Key Resources Data security Robust ISO standard Channels Cost Structures Indirects and directs costs Collaboration costs storage, resources, access Sensitive cleaning and anonymising Skills and experience Layers what is software and hardware costs Revenue Streams QR funding FR open data applications Commercial Funders?

Data Management Planning (1) Key Activities Key Partners Customer Relationships Customer Segments Value Proposition Online support for DMP process Training Online guidance Research committees and faculty level Research office Legal (Data Protection, IP, etc) Funders Compliance funding Good quality outputs Think through technical needs at early stage Creating list of ICT needs Signposting Academic staff PGR Postdocs Research Data / Support Staff IT services Direct and indirect customers Channels Feeding into research committees (centrally, department) Flyers, info, leaflets Integrate into ongoing ethics training Website service promotion Case studies (horror stories) Internal central marketing Enquiries, email address All researcher emails Social media (Twitter, Facebook) Involvement in induction of new researchers DMP lab at research conference Key Resources Cost Structures Staff costs for clinics and support advocacy/training ICT cost for data storage Indirect cost needs to be there to operationalise plan Revenue Streams Depends where staff situated research office, library? QR funding Central funding

Data Management Planning (2) Key Activities Key Partners Customer Relationships IT Schools admin/research support Customer Segments Value Proposition Review DMPs Dissemination Advocacy Training Sign posting of resources Customise the DCC DMPonline resource generate on their behalf IT Data team within faculty/school System managed and supported by own institution Cheaper than external providers Confidence that funder requirements are being met Academic staff PGR Postdocs Research Data / Support Staff IT services Direct and indirect customers Channels Use faculty/school level channels Academic engagement teams work with departments 2 way, SLAs One-to-one training Share good practice and good examples of DMPs Local admin teams on board and in support Co-facilitated workshops with academic champions Key Resources RSO/IT services Time to review DMPs (if appropriate) External vs internal repository (storage requirements) Training for internal peer college/central depts Cost Structures Costings: review of DMP and building costs into budgets (ICT/RDO/academic) ICT Services: embedding systems, training and development External: facilitators, training courses, storage, software licences Staffing: training deliver, managing systems, advocacy and marketing Compliance: staff time to monitor and audit DMPs Advocacy: materials, website updates, leaflets Tools: staff time for cusotmising DMPonline Revenue Streams Internal: QR core funding, central service support Service level agreements: can these identify central staffing costs? Storage: rent storage to staff to pay for services External: project grants (FeC, estates, topslice, specific direct costs RCUK: DA technician, specific data management posts EU funding: need to have audit trail for transfer of internal resources

RDM Policy and Strategy Key Activities Key Partners Customer Relationships Customer Segments Value Proposition Steering group policy Advocacy (comms) Integrate to strategy (mission) Polices audit Director/senior management Channels Website Committee meetings Champion/advocacy Meetings (face to face) Conferences, events Email NB. sender Enquiries RDM email Key Resources Training toolkits DMP templates Checklists Contact point Cost Structures Revenue Streams Policy as a service? Consider the impact Be aware of costs to other departments Meeting and workshop costs: logistics, venues, catering Audit policy costs Invited speakers (e.g., DCC) Impact on other services /resources (reputational costs)

Data repositories Key Activities Key Partners Customer Relationships Customer Segments Value Proposition Developing repository Promoting Metadata Collection policy Payment policy Legal, IPR, licensing issues Depositing Compliance Sharing benefits Resources for innovation IT or cloud vendor Funders Researchers Data reusers/validators Funding agencies Editorial boards Industry Institution Tech transfer office Channels Website (information, upload) Outreach, advocacy Advertise with grants Key Resources Staff Funding Organisation to support service Equipment/kit/cloud Revenue Streams Individual projects (for large data sets) Research funding bodies Sell commercial access Institutional funding (money, goodwill, in-kind) Pay for additional tools (search, visualisation) Other project funding Payment from other institutions, resell superfluous cpm cycles Cost Structures Technical infrastructure stuff (cont.) IT maintenance and support (fixed) Web interface (initial) Staff time for advocacy and training (fixed) Repository manager (fixed) Legal counsel - IPR, privacy, ethics, licensing (initial) Marketing service manager